Rockport Wealth’s NextEra Energy NEE Stock Holding History

Rockport Wealth’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Sell	4,435 -501	-10%	-$45.3K	0.07%	77
2026 Q1	$458K	Buy	4,936 +7	+0.1%	+$622	0.08%	63
2025 Q4	$396K	Sell	4,929 -27	-0.5%	-$2.24K	0.08%	69
2025 Q3	$374K	Buy	4,956 +120	+2%	+$8.77K	0.08%	65
2025 Q2	$336K	Buy	+4,836	New	+$336K	0.08%	62
2025 Q1	–	Sell	-3,842	Closed	-$275K	–	60
2024 Q4	$275K	Buy	3,842 +225	+6%	+$17.5K	0.12%	58
2024 Q3	$306K	Hold	3,617	–	–	0.08%	56
2024 Q2	$256K	Hold	3,617	–	–	0.11%	58
2024 Q1	$231K	Buy	+3,617	New	+$212K	0.15%	59

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rockport Wealth's NEE Position: Q2 2026 in Review

Rockport Wealth reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $45.3K and leaving 4,435 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #77.

Rockport Wealth first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $458K in Q1 2026. 1,506 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Rockport Wealth held 4,435 shares of NextEra Energy worth $389K as of Q2 2026.
Rockport Wealth sold 501 NextEra Energy shares in Q2 2026, an estimated $45.3K.
NextEra Energy made up 0.07% of Rockport Wealth's portfolio in Q2 2026, its #77 holding.
Rockport Wealth first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
Rockport Wealth's NextEra Energy position peaked at $458K in Q1 2026.
1,506 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.